onboarding clients remotely with michael du bois
TRANSCRIPT
Remote Onboardingin Dynamics CRM 2013
Michael du BoisMicrosoft CRM Specialist
Agenda
Dynamics CRM 2013 Desire to be Mobile – iPad; iPhone; Desktop Recent Deployments Onboarding Process
Client EnquiryData EntryProcess GatesAttachments – Diagrams, Photos, Signatures, DocumentsRisk Assessment – Credit, Legal, Operations
Dashboards
Process Overview 1 OF 2
Capture Basic Info
Client KYCIdea / Early Discussion
Active / WIP Mandated Execute Complete Operations
Primary ContactTerritory
CategoryOn-boarding StatusRelationship Type
Deal TerritoryDeal ConfidentialityPotential conflictConflict ClearedEst. Revenue
Est. RevenueDeal Team Assembled
Est. RevenueMandate Signed
Est. RevenueEst. Close DatePre-Approved
Est. Revenue Confirm ProductOperations StatusAML Checks CompleteClient ReceivedRisk Classification
Account (Client) Record
Account (Client) Record
Opportunity (Deal) Record
Opportunity (Deal) Record
Opportunity (Deal) Record
Opportunity (Deal) Record
Opportunity (Deal) Record
On-boarding Record
Process Overview 2 OF 2
Legal StatusLegal Documents Uploaded
Credit StatusCredit Received
Compliance StatusCompliance Documents Uploaded
Onboarding StatusRisk Classification
Next Action DatePlan StatusPlan End DatePlan Review Date
On Boarding Record On Boarding Record On Boarding Record On Boarding Record Account Planning Record
Legal Credit Compliance Final Onboarding Review Develop Plan